Shahzad Madon, the MD & CEO at TCG Asset Management Company believes the CDMO (Contract Development and Manufacturing Organization) sector has further legs to run.

According to him, the conclusion of the Indo-US tariff shall likely lift an overhang from the sector. Further, importantly, the larger Healthcare sector, continues to provide exciting opportunities for alpha generation, he said in an interview to Moneycontrol.

He strongly believes the rally in the consumption space is likely to continue. "Consumerism and premiumisation are multidecadal theme, supported by increasing per capita income, favourable demographics, and evolving societal trends," he said.

Which themes are you betting on for the year ahead?

We strongly believe that consumption should grow on the backdrop of liquidit

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